First Industrial Realty: Attractive Despite Tariff Uncertainty
Shares of First Industrial Realty Trust (NYSE: FR ) have been a modest performer over the past year, gaining just about 3%. As a major owner of logistics real estate with a significant West Coast presence, FR has meaningful exposure to tariffs, particularly onOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or have a question for an art ...